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Technology Stocks : Dell Technologies Inc.

DELL 129.25

+0.7%

Dec 26 3:59 PM EST

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To: D. Swiss who wrote (168767)	2/11/2002 11:52:16 AM
From: John Koligman	Read Replies (2) of 176387

Drew, Dell is saving those bucks on the service end <ggg>... I suppose if you are a long term buy and holder, looking at the state of the PC biz you have to be a believer in what Mikey says concerning the competition and that he can squeeze them out. There must be some truth to that because Dell is still profitable although the margins have taken a hit, while the others are bleeding. I would think the next pop for Dell will be due to anticipation of that long talked about replacement cycle. I think that for Dell to move and hold a higher price plateau, that 'Walmart of the PC biz' condition needs to be satisfied.... An additional nice kicker comes if Dell continues to commoditize the low and midrange server biz. They have shown that they are pretty good at doing that... Regards, John PS - I hope you got free shipping also <ggg>

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